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A Guest can view or edit your firm’s projects while staying with their own company. Use Guests when someone needs to work across your projects, rather than on just one project. Only your company’s Company Admins can manage Guests. Manufacturer and supplier accounts cannot accept Guest invitations.

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Invite a Guest

  1. Open Manage Account → Team for your company.
  2. Scroll to Guests.
  3. Enter the person’s email address and select Invite Guest.
  4. Ask them to sign in or register with that email address and accept the invitation.
The person must accept before they can open your projects. Once they accept, they appear under Accepted Guests. Invitations waiting for a response appear under Guest invitations. Use the resend icon to send another invitation email. Use the cancel icon to cancel an outstanding invitation. Tooltips identify each action. See Accepting Project, Guest, and Consultant Invitations for the recipient’s steps.

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Choose Viewer or Editor

An accepted Guest starts with Viewer access. Use their Guest access dropdown to choose:
  • Viewer — view your company’s projects without editing them.
  • Editor — edit your company’s projects, but not manage collaborators or company settings.
This choice applies to your company’s existing and future projects. The Guest stays with their own company. They cannot open your Firm Library or anyone else’s personal General Research through Guest access. You can give a Guest more access on an individual project. For example, making them an Admin on one project lets them manage that project even if their Guest dropdown says Viewer. If their Guest dropdown says Editor, choosing Viewer on one project will not make it read-only for them.
If someone should have access to only one project, invite them as an external project collaborator, not as a company Guest.

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Remove a Guest

  1. Find them under Accepted Guests.
  2. Select Remove Guest and confirm.
Removing a Guest ends their company-wide project access. It does not delete their account or change which company they belong to. They may still be a collaborator on individual projects or a Consultant for your library. Review those separately if all collaboration should end. If you invite them as a Guest again, they start as a Viewer, not with their previous Editor setting.

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Guest, external collaborator, or Consultant?

Someone can have more than one of these roles. Removing one does not automatically remove the others.